Build a workflow

Describe it in words or build it block by block, then read it back and check it before you turn it on.

How-toChecked 2026-10-10

You will have a workflow drawn on the canvas, checked, ready to test.

The What should happen page
New workflow. Describe it in words and press Draft it, or Start from scratch.

Option 1: describe it

  1. Open Workflows and press New workflow.
  2. Under What should happen?, type it the way you would tell a new starter, or press a card such as New website enquiry, Chase the documents, Quiet deals or Paid out to fill the box.
  3. Press Draft it.

Adapt builds it from its own blocks and shows "Adapt drafted 4 steps" with Change it and Looks right. The drafting is a stand-in that reads a few words: words it cannot read build nothing. It never uses a block that is not in the stockroom. Upload a photo of a sketch does not read a photo yet: say what should happen in words.

A drafted workflow of four steps on the canvas
A drafted workflow. 1 Build, Test and Show. 2 Turn it on. 3 Ask Adapt to change it. 4 Add a step.

Option 2: start from scratch

  1. Press Start from scratch. You get an empty draft called "Untitled workflow".
  2. Click the name and type your own.
  3. Click Choose what starts it and pick a block. See Blocks and triggers in the stockroom.
  4. Press Add a step under it, and pick each step. Use the settings panel on the right to fill in what each block needs. A step with a missing setting shows in amber, and the banner says "1 step needs…" with Show me.
The stockroom listing blocks that start a workflow
The stockroom opens on the right. 1 Search. 2 Filter by area. 3 Pick a block.

The stockroom on the right has a search box, area filters (Everywhere, CRM, UK book, Insights, Email outreach, LinkedIn, Calling, Data, Schedule) and every block grouped by what it does.

Change a draft

  • Ask Adapt to change it (the bar at the foot) opens a chat beside the canvas. It never changes the canvas by itself: it offers Add a step, Change a step and Explain this, and a new step needs your confirmation. If the chat cannot be reached it says so, and the buttons still work.
  • Add a step on the canvas adds one directly.
  • Read it in words shows the workflow as a sentence.
  • Zoom with the minus and plus buttons or Fit.

Check and turn it on

  1. Press Test to try it on a pretend lead. See Test a workflow on a pretend lead.
  2. Press Turn it on. In this app it says "Published in this browser. Nothing runs on your leads yet."

Other tabs on a workflow: Runs, Settings and Data (the workflow as plain data). Show walks a team through it. How this works repeats the guide.

Rules for a workflow

  • It starts with one thing that happens.
  • It is a draft until you turn it on.
  • A split or check gives each answer its own path. When steps follow a split, every path carries on into them.
  • Blocks and triggers in the stockroomEvery kind of block the builder offers, grouped by what it does. All are in the designer; none runs on your leads yet.
  • Test a workflow on a pretend leadA story is a pretend lead and what happens to it. Play it through your workflow and see each step, with nothing sent.
  • What a workflow isA workflow is a rule: when something happens, Adapt does a list of things. Today you can build and test one, but nothing runs on your leads yet.
  • The Workflows pageYour list of workflows, the guide for newcomers, and where to start a new one.